Jim Ebenhoch

Jim Ebenhoch

Endowment/Foundation Consultant

Four Tips for an Effective Fundraising Database

June 22, 2017 | Wealth Management

Donors play a very critical role in the livelihood of every non-profit organization. A significant challenge many non-profits face is how best to manage all of the details about their donors’ giving habits while maintaining all of the personal details that are needed to track successful relationships.

Webinar: Fundraising FAQs

June 09, 2017 | Wealth Management

We share the answers to some of the most common questions we receive on fundraising. Learn more about fundraising tips, best practices, and important considerations.

Nick Cintineo

Nick Cintineo

Senior Investment Consultant

Documentation: A Simple Step to Strengthen Fiduciary Oversight

May 19, 2017 | Investment Themes

Documentation is a simple but often overlooked aspect of a successful endowment or foundation. Not only is it a way to record processes and procedures, but it’s also closely related to the duties of care and obedience that each fiduciary in an organization is bound to.

Nick Cintineo

Nick Cintineo

Senior Investment Consultant

Considerations for Balancing Investment Goals

April 04, 2017 | Investment Themes

What is your organization's investment priority? We consider the three most common objectives and how to align your investment approach.

How to Find Income Opportunities in a Low Yield World

March 13, 2017 | Investment Themes

Investment income can be an important tool for endowment and foundation portfolios. But in today’s low interest rate world, traditional income solutions may no longer fit the bill. In this webinar we explore opportunities...

Jim Ebenhoch

Jim Ebenhoch

Endowment/Foundation Consultant

Finding Funding Sources for a Foundation Start-Up

February 27, 2017 | Investment Themes

How should an organization go about finding funding sources for a newly created foundation? In our new post, we discuss strategies to jumpstart funding.

Nick Cintineo

Nick Cintineo

Senior Investment Consultant

How Trump’s Tax Proposals May Impact Non-Profits

February 01, 2017 | Investment Themes

Donors are driven by a variety of motivations when it comes to their charitable giving. Broadly speaking, we view these motivations as either having an emotional appeal...

Jim Ebenhoch

Jim Ebenhoch

Endowment/Foundation Consultant

How to Increase Donations by Promoting Tax-Friendly Gifts

December 15, 2016 | Investment Themes

With year-end approaching, now is the ideal time to educate your donors on tax-efficient methods of giving. Learn more about gifting appreciated stock and other best practices for non-profits.

Webinar: 2017 Outlook

December 12, 2016 | Investment Themes

There seems to be little historical precedent for today’s market environment. How do endowments and foundations plan for the future during these remarkable times? Nicholas Cintineo, Senior Investment Consultant, and James Ebenhoch, Endowment & Foundation Consultant, share our outlook for 2017...

Nick Cintineo

Nick Cintineo

Senior Investment Consultant

How Portfolio Modeling Tools Can Help Manage Risk

November 15, 2016 | Investment Themes

Risk is a core consideration in endowment and foundation portfolios. This post looks at three portfolio modeling techniques that can help manage uncertainty.

Nick Cintineo

Nick Cintineo

Senior Investment Consultant

What Should I Know Before Becoming a Board Member?

October 06, 2016 | Wealth Management

This is a common question from people considering joining a non-profit board. Most have probably already heard of the broad set of duties entrusted to fiduciaries (i.e., fiduciaries have a duty of care, loyalty, and obedience to the organizations they serve). Before becoming a board member, it’s important to...

Webinar: Fiduciary Insights for Endowments & Foundations

September 30, 2016 | Investment Themes

Nicholas Cintineo, Senior Investment Consultant, discusses some of the most common questions we’ve received from endowments and foundations about fiduciary best practices, as well as provides an update on recent developments in the field.

Jim Ebenhoch

Jim Ebenhoch

Endowment/Foundation Consultant

Five Ways to Attract Millennial Donors

August 17, 2016 | Investment Themes

With more millennials than baby boomers, it is important to incorporate marketing tactics in your overall strategy to attract millennials to help your organization create life-long donors. We have outlined five ways your organization can adopt a millennial mindset and attract millennial donors.

Jim Ebenhoch

Jim Ebenhoch

Endowment/Foundation Consultant

Four Ways to Build Stronger Relationships with your Donors

July 13, 2016 | Investment Themes

How well are you stewarding the donors that keep your organization running by investing in time, talent, and treasure? Are your donors in a rewarding and meaningful relationship with your organization? Implementing donor stewardship activities can increase trust and improve donor relationships...

Webinar: 5 Habits of Successful Endowments & Foundations

June 20, 2016 | Investment Themes

James Ebenhoch, Endowment & Foundation Consultant, and Nicholas Cintineo, Senior Investment Consultant, discuss the habits and norms that we’ve seen shared across many successful Endowments and Foundations, and explain how they might be of particular relevance today.

Nick Cintineo

Nick Cintineo

Senior Investment Consultant

A Knowledgeable Board & Staff is Key to Success

May 25, 2016 | Wealth Management

What makes an endowment or foundation successful? Healthy investment returns? Sensible withdrawal levels? Strong fundraising? All of these are certainly important, but I would argue that there’s a more fundamental requirement for success...

Nick Cintineo

Nick Cintineo

Senior Investment Consultant

Endowment & Foundation FAQs: The Hidden Risks of Fixed Income

April 26, 2016 | Investment Themes

Many Endowments & Foundations have questions on how to navigate the risks in today’s fixed income environment so they can stay on track towards their long-term goals. Here, we share our perspective on the current risks and how they can be managed.

Webinar: The Hidden Risks of Fixed Income for Endowments & Foundations

April 05, 2016 | Fixed Income

Marc Bushallow, Managing Director of Fixed Income and Nicholas Cintineo, Senior Investment Consultant, discuss the importance for Endowments & Foundations to navigate the risks that exist in today's fixed income environment in order to stay on track towards long-term goals.

Jim Ebenhoch

Jim Ebenhoch

Endowment/Foundation Consultant

Why Your Organization Should Consider Planned Giving

January 13, 2016 | Investment Themes

Planned giving is a creative process of supporting nonprofits and charitable organization to enable philanthropic donors to make larger gifts than otherwise possible from annual disposable income.

Webinar: Challenges and Opportunities for Endowments & Foundations in 2016

December 29, 2015 | Investment Themes

Nicholas Cintineo and James Ebenhoch discuss our investment outlook and actionable ways to combat some of the biggest investment and development-related challenges facing non-profits.